OneDesk allows you to create as many unique portals or knowledgebases as you need. You can use your portal to allow your customers or end-users to collaborate on projects with you or customize your ticket submission form. Here’s how to create a new portal and knowledgebase in OneDesk.

Creating a New Portal

Step 1: In the bottom left corner, click the More Applications icon.

more applications

Step 2: From the icons, select Administration by clicking on the cog icon.

administration

Step 3: From the list of applications, select CUSTOMER APPS.

customer apps

Step 4: Under the Customer Apps List, click Create Customer App.

create customer app

Step 5: Give your Customer Portal a name and select Customer Portal from the drop-down.

select customer portal

Step 6: Under ‘Customer is allowed to see…’, select what the portal user can see in the portal.

their own requested items

Step 7: Click Create.

Once you hit Create, if you kept Navigate to App Settings checked, you will be taken to the Portal’s settings page, where you can customize the portal to your needs.

Creating a New Knowledgebase

Step 1: In the bottom left corner, click the More Applications icon.

more applications

Step 2: From the icons, select Administration by clicking on the cog icon.

administration

Step 3: From the list of applications, select CUSTOMER APPS.

customer apps

Step 4: Under the Customer Apps List, click Create Customer App.

create customer app

Step 5: Give your Knowledgebase a name and select Knowledge Base from the drop-down.

knowledge base

Step 7: Click Create.

Once you hit Create, if you kept Navigate to App Settings checked, you will be taken to the knowledgebase’s settings page, where you can customize the knowledgebase to your needs.

More Resources

Learn more about the customizability of OneDesk portals here.
Learn more about using OneDesk portals to allow your customers to collaborate with you on their projects here.

 

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